With the increasing focus on diversity & inclusion (D&I) within our work communities, there is a growing acceptance that having a set of people who look, think, talk, act and simply are different from one another creates the most impactful ...

Tagged with: Dorie Fain

I am in the market for a new home. This surprises me, given how much of a city girl I am. I have loved living in Butchers Hill, one of many neighborhoods in Baltimore that provides such a rich city ...

Tagged with: Dorie Fain

For so many of us in professional services, when you reach a certain point in your career there is an inflection point when you evolve beyond being a service provider to becoming a trusted adviser. With this role comes an ...

Tagged with: Dorie Fain

For many of us, regaining the life we want is more a matter of gaining and less a sense that we ever intentionally carved out the space we imagined for each of the priorities in our lives. This has never ...

Tagged with: Dorie Fain

It is no secret that I am a full believer in second chances. As someone who has always been drawn to people who have achieved greatly in part due to a chance at redemption, I am inspired to see people ...

Tagged with: Dorie Fain

Here we are in March with this sense that 2019 already feels long. Many colleagues have shared that they also feel fatigued at a time of year when many of us are typically in prime time with tax season in ...

Tagged with: Dorie Fain

A few weeks ago saw the kickoff of the 2019 class of the Baltimore Leadership program, a class I am privileged to be a part of. The two-day opening program was full of content that was informative, thought-provoking, fun, inspirational ...

Tagged with: Dorie Fain

Each quarter, we provide our investment management clients with some type of commentary about a wide range of topics. The last quarter of 2018 was such a wild ride in the stock market that we decided to highlight some of ...

Tagged with: Dorie Fain

Today, I learned that my father’s best friend, Don Shein, died after suffering with Alzheimer’s disease for the past several years. His wife of 52 years, Ruth, survives him. She was my mother’s best friend. We all lived in Providence, ...

Tagged with: Dorie Fain

In the past six weeks alone, I have experienced a series of events that point to a genuine underestimation of the extent of support our clients need as they take over the management of their finances, investments, tax planning, estate ...

Tagged with: Dorie Fain